Core Viewpoint - Trimble Inc. has announced a new share repurchase authorization of up to $1.0 billion, reflecting its commitment to optimizing capital allocation and returning value to shareholders [1][2][3]. Group 1: Share Repurchase Program - The new share repurchase program replaces the previous $1.0 billion authorization, with approximately $273 million remaining unused at the end of Q3 FY25 [1]. - The repurchases may be conducted through various methods, including open-market transactions and block trades, with no expiration date on the new authorization [2]. Group 2: Financial Performance - In Q3 FY25, Trimble reported $957 million in revenue, an 8% increase year-over-year, with adjusted EPS of $0.67 and $167 million in free cash flow [3]. - Management emphasized strong recurring revenue momentum and an increased software mix, which supports the company's long-term strategy [3]. Group 3: Company Overview - Trimble Inc. provides technology solutions for industries such as construction, agriculture, transportation, and logistics, focusing on positioning, modeling, connectivity, and data analytics [4].

Core Insights - Samsara Inc. is highlighted as a leading logistics-tech stock, with strong hedge fund sentiment reflected by 42 hedge funds holding stakes in the company as of Q3 [1] - TD Cowen has reiterated an Outperform rating for Samsara, raising its price target from $49 to $55 after the company reported strong fiscal Q3 2026 results [2][4] Financial Performance - For Q3 FY26, Samsara reported revenue of $270 million, representing a 38% year-over-year increase, surpassing consensus estimates [3] - Annual Recurring Revenue (ARR) grew by 39% to $997 million, with net-new ARR accelerating sequentially [3] - The company ended the quarter with 1,848 customers generating over $100,000 in ARR, a 49% increase from the previous year [3] Product and Market Performance - Management emphasized strong demand for Video-Based Safety and Equipment Monitoring solutions, particularly in the public sector and energy sectors [3] - Samsara's international performance was robust, with EMEA ARR exceeding $100 million for the first time [3]

Group 1 - ReposiTrak, Inc. has initiated a $2 million share repurchase under a Rule 10b5-1 trading plan, part of a broader $21 million stock buyback program [1][2] - The company had approximately $7.6 million remaining under its total repurchase authorization as of December 1 [2] - ReposiTrak specializes in compliance, safety, and supply chain automation platforms for the food, retail, and healthcare sectors, with a customer network across North America [3] Group 2 - The share repurchase will be conducted by the company's broker, depending on market conditions and legal requirements, with no specific target share count or expiration period disclosed [2] - The company did not elaborate on the strategic intent or timing of the new buyback tranche, indicating it will proceed under SEC Rules 10b5-1 and 10b-18 [2]

Pitney Bowes Inc. (NYSE:PBI) is one of thebest logistics‑tech stocks to buy now. On December 3, Citizens JMP initiated coverage on Pitney Bowes with a “Market Outperform” rating and set a price target of $13.00 per share. They said the stock has room to run, pointing to what they saw as reasonable valuation estimates for 2027. That included an EV-to-free cash flow multiple of 8.7x and an EV-to-EBITDA multiple of 5.6x. The firm highlighted that Pitney Bowes holds dominant positions in its core segments, r ...

PowerFleet, Inc. (NASDAQ:AIOT) is one of the best logistics‑tech stocks to buy now. As of December 5, PowerFleet, Inc. (NASDAQ:AIOT) is a consensus Buy with all analysts covering it assigning a Buy or equivalent rating. The stock has declined by around 17% year to date, but the consensus 1-year median price target of $9.50 reflects an 81% potential upside. Late November (26th) brought fresh analyst support when Barrington Research reaffirmed an “Outperform” rating on PowerFleet and reiterated a $15.00 pr ...